Assistant Client Administrator

TN United Kingdom; Nottingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking an ambitious individual to join their Financial Planning team in Nottingham. As an Assistant Client Administrator, you will provide essential administrative support to Financial Planners while building strong client relationships. This hybrid role offers a structured training program, opportunities for professional growth, and collaboration with experienced Investment Managers. If you're looking for a role that combines client service with administrative excellence, this is the perfect opportunity for you!

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Option to Purchase Additional Leave

Shared Parental Leave

Qualifications

• National 5 in Maths and English or above required.
• Experience in financial or professional services industry preferred.

Responsibilities

• Support Client Administration team with timely administrative activities.
• Organize client review meetings and prepare meeting packs.

Skills

Client Service Ethic

Verbal Communication

Written Communication

Organizational Skills

Workload Planning

Education

National 5 in Maths

National 5 in English

Level 4 Qualification (preferred)

Job description

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Assistant Client Administrator, Nottingham

Location: Nottingham, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Reference:

330de9bb8452

Job Views:

3

Posted:

10.05.2025

Expiry Date:

24.06.2025

Job Description:

We're seeking an ambitious individual to join our Financial Planning team in Nottingham. You will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and seamless client experience.

What's in it for me?

As an Assistant Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally. You will have access to a structured training programme, ongoing studying and qualifications, and opportunities to collaborate with experienced Investment Managers and Financial Advisers.

This is a hybrid role requiring presence in the office 3 days per week.

Responsibilities include:

• Supporting the Client Administration team with high-quality, timely administration activities.
• Organising client review meetings, preparing meeting packs, and valuations.
• Handling post and front office activities as required.
• Sharing best practices with colleagues.
• Identifying and reporting risks, breaches, or errors.

Qualifications:

• National 5 (N5) Grade C in Maths and English or above (equivalent to GCSE in England).
• Previous administrative experience.
• Experience in financial or professional services industry.
• Strong client service ethic.
• Studying towards Level 4 qualification preferred.
• Excellent verbal and written communication skills.
• Strong organizational and workload planning skills.

Additional benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday package and option to purchase additional leave
• Shared parental leave

We value diversity and are committed to providing an inclusive environment where all colleagues feel respected and supported. We accommodate reasonable adjustments during the application process.